AMS Capital Ltda
- SEC CIK
- 0001717977
- Latest filing
- Aug 6, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 19, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 13
- +1 vs. Q3 2022
- Portfolio value
- $126.3M
- −$31.9M (−20.1%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SUZSuzano S.A. | SPON ADS | 2,663,741 | $24.6M | 19.5% | −548,592−17.1% | Reduced | History |
| DGDollar General Corp | COM | 87,124 | $21.5M | 17.0% | +1,479+1.7% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 232,905 | $19.3M | 15.3% | 00.0% | Unchanged | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 3,450,000 | $14.0M | 11.1% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 66,437 | $11.8M | 9.4% | −7,058−9.6% | Reduced | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 71,426 | $7.46M | 5.9% | +71,426 | New | History |
| TDGTransDigm Group INC | COM | 11,621 | $7.32M | 5.8% | +11,621 | New | History |
| MAMastercard Inc | Stock | 16,615 | $5.78M | 4.6% | −14,709−47.0% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 61,114 | $4.56M | 3.6% | +6,300+11.5% | Added | History |
| DHRDanaher Corp | Stock | 16,097 | $4.27M | 3.4% | −8,283−34.0% | Reduced | History |
| AZOAutoZone Inc | COM | 1,219 | $3.01M | 2.4% | +1,219 | New | History |
| SPGIS&P Global Inc. | Stock | 7,713 | $2.58M | 2.0% | −22,532−74.5% | Reduced | History |
| NBISNebius Group N.V. | Stock | 100,000 | $10.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.